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Oscar Emerson Ham

Sound View Wealth Advisors Group, LLC

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About Oscar Emerson Ham

Oscar Emerson Ham is a financial advisor with over 30 years of experience in the industry. Oscar is a CERTIFIED FINANCIAL PLANNER™ professional and currently serves as an investment advisor representative for Sound View Wealth Advisors Group, LLC. Oscar has a strong track record of working with individuals, high net worth individuals, corporations, and charitable organizations. Oscar is registered with the state of Georgia and has a Series 7, Series 63, and Series 65 licenses. Oscar's previous experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America.

Firm Information

Oscar Ham is currently registered with Sound View Wealth Advisors Group, LLC. Sound View Wealth Advisors Group, LLC is an investment advisor based in Savannah, Georgia. The firm provides financial planning, pension consulting, and other advisory services to individuals, corporations, and charitable organizations. They manage approximately $1.6 billion in assets.
Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK

SAVANNAH, GA 31411

$1.63B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Oscar Ham’s Registration & Firm History

GA

07/19/2023 - Present

Sound View Wealth Advisors Group, LLC (Savannah GA)

GA

01/09/1992 - 04/02/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)

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Licenses & Designations

IA

Issued 12/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oscar Emerson Ham.
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